Institutional Ownership Invesco ETF Tr Ii S&P 500 Low (SPLV)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 Low (SPLV). We have compiled data on the 772 institutions that hold shares in the stock, with a total of 67.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
35,166
shares
|
$2.51 Million
0.03% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
35,102
shares
|
$2.5 Million
0.16% of portfolio
|
Q3 2024
Added 23.13%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
33,191
shares
|
$2.37 Million
0.7% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
33,166
shares
|
$2.36 Million
0.02% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
33,021
shares
|
$2.35 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
32,764
shares
|
$2.33 Million
0.29% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
32,539
shares
|
$2.32 Million
0.64% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
32,477
shares
|
$2.31 Million
0.05% of portfolio
|
Q4 2024
Added 18.82%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
32,390
shares
|
$2.31 Million
0.01% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
31,487
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
31,267
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 89.89%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
31,252
shares
|
$2.23 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
30,922
shares
|
$2.2 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
30,895
shares
|
$2.2 Million
0.18% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
30,799
shares
|
$2.19 Million
0.04% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
30,693
shares
|
$2.19 Million
0.56% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
30,168
shares
|
$2.15 Million
1.07% of portfolio
|
Q2 2023
Reduced 4.62%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
29,952
shares
|
$2.13 Million
0.12% of portfolio
|
Q4 2024
Reduced 14.85%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
29,510
shares
|
$2.1 Million
0.03% of portfolio
|
Q3 2024
Added 48.83%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
29,471
shares
|
$2.1 Million
0.19% of portfolio
|
Q4 2024
Added 7.01%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
29,362
shares
|
$2.09 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
28,633
shares
|
$2.04 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
28,556
shares
|
$2.03 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
28,029
shares
|
$2 Million
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
27,982
shares
|
$1.99 Million
0.16% of portfolio
|
Q3 2022
Reduced 3.47%
|